Core Viewpoint - The article discusses the significance of the H20 graphics card from NVIDIA, particularly its implications for AI model training in China, highlighting the competitive landscape of computing power in the AI era [6][12]. Group 1: H20 Graphics Card Overview - The H20 graphics card, set to be released in late 2023, is designed specifically for AI model inference training and has a performance level of 10% to 15% compared to the previous flagship H100 model [6]. - Despite its high price of 110,000 yuan, the H20 is currently the best-performing graphics card available in China, leading major tech companies to purchase significant quantities [7]. Group 2: Market Dynamics and Sales Restrictions - The H20 was initially banned from sale in China on April 9, causing concern for NVIDIA as it impacted their sales strategy [8]. - To mitigate losses, NVIDIA's CEO sought to lift the sales ban, citing that the H20's performance is no longer considered high-end compared to newer models like the GB200, which is estimated to be over 50 times more powerful [9]. Group 3: Competitive Landscape - The potential for domestic competitors, such as Huawei's Ascend 910C, to fill the market gap if H20 supply is not restored is a significant concern for NVIDIA [10]. - The resumption of H20 sales underscores the ongoing competition for computing power in the AI sector, where the quantity of graphics cards directly correlates with the ability to train superior AI models [12][13].